Chevron Lubricants

CALTEX Grease Toolkit

Caltex and Chevron Toolkit Greases
Available by Thickener Type
Clay Lithium Lithium Complex Polyurea
Thermatex EP
®
Multifak Moly EP
®
Delo Grease ESI EP
® ®
Black Pearl® Grease EP
Multifak® EP Delo® Heavy Duty Moly 5% EP SRI Grease
Marfak Multipurpose
®
Delo Starplex EP
®
Caltex Grease Toolkit
This toolkit is designed as a hands-on approach to help the end-user focus on selecting the right premium
Caltex and Chevron greases for various segments, applications, and conditions to ensure operational reliability,
while allowing for consolidation of greases within their organization.

Throughout this toolkit we will refer to segment, application, and condition icons - these have been defined
below for your quick reference:
Key Segments: Applications: Conditions:
Automotive
Automotive Electric Motors High Temperature
Electric Motor

Fleet/Owner Operator Low Temperature

High Temperature

Commercial Trucks
Centralized Systems Low Temperature

Centralized Systems

Service Trucks Gears High Speed

High Speed

Buses Low Speed

Gears

Bus Couplings Low Speed

Construction Couplings
Shock / Extreme Load
Construction Wheel Loader Bearings - Heavy Loaded
Agriculture High Moisture
Shock/Extreme Load

Bearings

Agriculture

Bearings - Light Loaded High Moisture

Mining Bearings

Boundary Film Lubrication

Mining

Multipurpose Boundry Lubrication

Manufacturing
Manufacturing Multipurpose

Marine (Small Workboat)

Marine

17. Power Gen plant

Power Generation
Oil and Gas
Oil and Gas

With grease, you are not just selling lubricants – you are selling reliability and at Chevron, we want to help you
maximize equipment reliability through knowledge, products and services in order to attain dependable and
efficient performance across various operations.
1
 Thermatex® EP Grease Description
• D
 esigned for application for temperature between 135°C and
up to 260°C, dependent on re-greasing intervals
• Excellent resistance to water wash-off
• Check compatibility with other greases
• Prevents grease loss from bearings at high temperatures
• Nlgi grade 2

Key Segments
Applications
Conditions

Manufacturing

Low Speed

High Temperature

High Moisture

2
Multifak® Moly EP Grease Description
• M
 anufactured utilizing selected base oils, a lithium-12
hydroxystearate thickener, 3% molybdenum disulphide
(moly), an extreme pressure additive, and rust & oxidation
inhibitors
• A
 pproved for Volvo Construction Equipment requirements
for grease performance
• NLGI grade 2

Key Segments
Applications
Conditions

Gears

Construction Wheel Loader

Bearings

Agriculture

Low Speed

Mining

Marine (Small Workboat)

Shock/Extreme Load

3
High Moisture
Oil and Gas
 Multifak® EP Grease Description
Manufactured utilizing high viscosity index base oils, a lithium-12
hydroxystearate thickener, an extreme pressure additive, and rust
and oxidation inhibitors
• Multipurpose grease
• Good oxidation stability
• NLGI grades 0, 1, 2 and 3
• NLGI grade 2 meets NLGI LB classification

Key Segments
Applications
Conditions

Automotive

Manufacturing

Centralized Systems

Multipurpose

4
Bearings
Marfak® Multipurpose Grease Description
• Multipurpose automotive applications where EP is not required
• Industrial ball and roller bearings use where EP is not required
• Good oxidation life
• NLGI grade 3

Key Segments
Applications
Conditions

Automotive

Manufacturing

Multipurpose

5
Delo® Starplex EP Grease Description
• L
 ithium complex thickener with high viscosity index base
oils
• M
 ultipurpose grease for bearings, chassis, and general
lubrication
• A
 pproved for NLGI certification mark GC-LB for NLGI
grades 1 and 2

Key Segments
Applications
Conditions

Automotive

Bearings

Commercial Trucks

Multipurpose

Bus

High Temperature

Manufacturing

High Moisture
Centralized Systems

6
Delo® Heavy Duty Grease Description

Moly 5% EP • Lithium complex thickened with heavy viscosity base oil

• Designed for heavy shock loading applications
• F
 ormulated with 5% MoS2 to meet CAT and other
OEM mining requirements
• NLGI grades 1 and 2

Key Segments
Applications
Conditions

Construction Wheel Loader

High Temperature

Mining

Low Speed

Marine (Small Workboat)

Shock/Extreme Load

Oil and Gas

High Moisture

Gears

7
Bearings
Boundry Lubrication
 Delo® Grease ESI® Grease Description
• Lithium complex thickened with medium/heavy viscosity base oil
• E
 xcellent pumpability versus other mid-high viscosity base oil
heavy-duty greases
• Approved for NLGI certification mark LB
• E
 xtended service protection for chassis, bearings, fifth wheels and
king pins
• Excellent water washout resistance
• NLGI grade 2
Key Segments
Applications
Conditions

Commercial Trucks

Manufacturing
Low Temperature

Marine (Small Workboat)

Low Speed

Bus
Oil and Gas

Shock/Extreme Load

Construction Wheel Loader Centralized Systems

High Moisture

Agriculture
Bearings

8
Mining
High Temperature
Black Pearl® Grease Description

Grease EP • Polyurea thickened with premium base oil

• Excellent pumpability for centralized greasing systems
• Superb high speed/high temperature in roller bearings
• Check compatibility with other greases
• NLGI grade 2
• Approved for NLGI Certification mark GC-LB

Key Segments
Applications
Conditions

Automotive

Multipurpose

Manufacturing

High Temperature

Centralized Systems High Speed

Bearings

9
 SRI Grease Grease Description
• Premium ashless polyurea thickener
• Can be used as a “life pack” lubricant in sealed bearings
• F
 or use in anti-friction bearings operating at high speeds
(10,000 rpm and greater)
• Primary recommendation for electric motor bearings
• Check compatibility with other greases
• NLGI grade 2

Key Segments
Applications
Conditions

Electric Motor

High Speed

10
Caltex and Chevron Greases
Protection Performance for All Key Segments (Typical Recommendations)
Delo® Grease ESI
Delo Grease ESI
Delo® Heavy Duty Moly 5% EP
Delo® Heavy Duty Moly 5% EP Delo Heavy Duty Moly 5% EP
Delo® Starplex EP
Delo® Grease ESI® Black Pearl Grease EP
Delo Starplex EP
Multifak® Moly EP Multifak® Moly EP Multifak® Moly EP
Multifak® EP Multifak EP Marafak Multipurpose
Marfak Multipurpose Marfak Multipurpose Multifak EP

Commercial Trucks

Construction Wheel Loader

Bus

Agriculture

Caltex and Chevron

Delo Heavy Duty Moly 5% EP Grease Delo Grease ESI
Delo Heavy Duty Moly 5% EP
Delo Grease ESI Marine (Small Workboat)
Recommendations Delo Starplex EP
Black Pearl® EP Oil and Gas Mining

Multifak® Moly EP
Multifak® Moly EP
Multifak EP
Manufacturing
Marafak Multipurpose

Delo Grease ESI Automotive

SRI Grease
Delo Starplex® EP
Black Pearl® Grease EP Starplex EP The product recommendations provide
Black Pearl® Grease EP general guidelines. All manufacturers
Thermatex® EP have different lubricant requirements
Multifak® EP Multifak EP and recommendations. It is strongly
Marfak® Multipurpose Marfak Multipurpose recommended to consult the Original
Equipment Manufacturer manual to
confirm the appropriate product is
used for the application and it is the
responsibility of the end user to ensure
Highest Performance Operations Severe Operations Standard Operations that products are used in the applications
which they are intended for.
11
 Caltex and Chevron Greases
Protection Performance for All Applications (Typical Recommendations, Check Conditions)
Delo® Grease ESI® Delo® Grease ESI®
Black Pearl® Grease EP Black Pearl Grease EP
Multifak® EP Delo® Grease EP
Delo® Starplex EP 1 Delo® Starplex EP
Multifak® EP

SRI Grease
Centralized Systems

Black Pearl® EP Multipurpose

Delo® Starplex EP
Multifak EP
SRI Grease
Black Pearl Grease EP
Caltex and Chevron
Bearings

Grease Electric Motor

Recommendations
Delo® Heavy Duty Moly 5% EP
Delo® Grease ESI Bearings

Multifak® Moly EP

Gears

Delo® Heavy Duty Moly 5% EP The product recommendations provide

Delo® Starplex EP general guidelines. All manufacturers
Delo® Grease ESI have different lubricant requirements
and recommendations. It is strongly
Multifak® Moly EP recommended to consult the Original
Equipment Manufacturer manual to
confirm the appropriate product is
used for the application and it is the
responsibility of the end user to ensure
Highest Performance Operations Severe Operations Standard Operations that products are used in the applications
which they are intended for.
12
Caltex and Chevron Greases
Protection Performance for Severe Conditions (Typical Recommendations,
Check Conditions)

Delo Grease ESI

Delo® Grease ESI® Black Pearl® Grease EP
Thermatex® EP Thermatex® EP
Multifak® Moly EP
Delo® Starplex EP
High Temperature

Low Speed

Caltex and Chevron

SRI Grease High Speed
Grease Low Temperature Delo Grease ESI
Black Pearl Grease EP Recommendations

High Moisture
Shock/Extreme Load

Delo Grease ESI Delo Grease ESI

Multifak® Moly EP Thermatex EP
Multifak® Moly EP The product recommendations provide
Black Pearl EP general guidelines. All manufacturers
have different lubricant requirements
and recommendations. It is strongly
recommended to consult the Original
Equipment Manufacturer manual to
confirm the appropriate product is
used for the application and it is the
responsibility of the end user to ensure
Highest Performance Operations Severe Operations Standard Operations that products are used in the applications
which they are intended for.
13
 Grease Technical Information
What Is a Grease?
Grease Definition (ASTM)

• “A solid to semifluid product of dispersion

of a thickening agent in liquid lubricant.
Other ingredients imparting special
properties may be included.”

General Grease Components

• Base oil

• Thickener

• Additives

14
 Grease Technical Information
General Composition

Thickener - 5-20%
Acts as a “sponge” for base oil and additives
providing consistency to the grease.
Enhances performance properties Additives - 1-10%
of the lubricant.
Enhance base oil performance

Base Oil - 70-90%

Provides the main lubrication
function to equipment components
15
 Grease Technical Information
General Functions and Purpose
• Lubricate contact surfaces

• Reduce friction and wear

• Protect against rust and corrosion

• Lubrication is infrequent or
“sealed for life”

• Oil lubrication is not practical

• Seal out liquid contaminants

• Minimize re-lube intervals

• Minimize leaks (housekeeping)

• Extreme applications — where oil

doesn’t work

16
 Grease Technical Information
Penetration Numbers
NLGI - National Lubricating Grease Institute Penetration
Is Noted After
Five Seconds
Choosing Consistency - Understanding NLGI Grade Number

Higher NLGI Grade Number = Harder/Stiffer Grease Gauge Gives Depth

Millimeters Of Penetration
In Millimeters
Lower NLGI Grade Number = Softer/Fluid Grease

Number Worked Penetration, P60

Cone Release
000 445-475
00 400-430
0 355-385
Standard
1 310-340 Mirror Aid In Cone
Positioning Of Cone
2 265-295
Surface
3 220-250 Is Level

4 175-205
Position Of Cone
5 130-160 Before Drop

6 85-115

(Worked Penetration for a grease is achieved when a grease is

churned 60 round-trip strokes in a standard worker (a standard
piece of grease equipment to work grease to simulate real
world grease activity) at 77º F (25º C)).
Penetrometer Instrument Illustration
17
 Grease Technical Information
Base Oil Viscosity
• Most important characteristic of grease

• Oil does the lubricating

• Thickener holds it together

• ISO viscosity grade 100, motors, high-speed

• ISO viscosity grade 220, most applications

• ISO viscosity grade 320, higher loads, medium speeds

• ISO viscosity grade 460+, highest loads, slowest speeds

18
 Grease Technical Information
Dropping Point Measurement

Thermometer Thermometer does

not touch grease

Test
cup

Grease applied to
the wall of cup

One (1) drop of oil

flows out

Aluminum block oven • Apply grease to wall of test cup.

• Select oven temperature as defined in ASTM D 2265.

• Measure the “dropping point” of the grease when one (1)

drop of oil falls from the test cup.
19
 Grease Technical Information
NLGI Service Categories
Category Service Performance
LA Frequent re-lubrication intervals (<3200 km). Oxidation resistant, shear stable, and corrosion and
chassis Mild duty (non-critical applications.) wear protective.
LB Prolonged re-lubrication intervals (>3200 km). Oxidation resistant, shear stable and corrosion and
chassis Mild to severe duty (high loads, wear protective even under heavy loads
vibration, exposure to water). and in presence of aqueous contamination.
Temperature range -40 to 120oC.
GA Frequent re-lubrication intervals. Mild duty Temperature range -20 to 70oC.
wheel bearings (non-critical applications.)
GB Mild to moderate duty (cars, trucks in urban Oxidation and evaporation resistant, shear stable,
wheel bearings and highway service). and corrosion and wear protective. Temperature
range -40 to 120oC with occasional excursions to
160oC.
GC Mild to severe duty (vehicles in frequent Oxidation and evaporation resistant, shear stable,
wheel bearings stop-and-go service, trailer hauling, mountain and corrosion and wear protective. Temperature
driving, etc.). range -40 to 120oC with frequent excursions to 160oC
and occasional excursions to 200oC.

20
 Grease Technical Information
Typical Greased Bearing Types

JOURNAL and PLAIN BEARINGS

Non SealMaster Pillow Bock Small Journal Bearing

354 Oil Rings

21
 Grease Technical Information
Typical Greased Bearing Types

ROLLING
ROLLINGELEMENT
ELEMENTBEARINGS
BEARINGS

Outer Ring Shell Needle Rollers

Outside
Diameter
Inner Ring

Bore Outside
Diameter
Ball Race

Separator

Ball Race Length

Ball Bearing Roller Bearings Needle Bearings

22
 Grease Technical Information
General Grease Bearing Recommendations

Type of Bearing

Journal Rolling Element

Low Speed High Speed Low Speed High Speed

DN <200,000 DN >200,000 DN <200,000 DN >200,000

NLGI 2 or Higher NLGI 1 or 2 NLGI 2 or Greater NLGI 1 or 2

High Vis Base Oil Low Vis Base Oil High Vis Base Oil Low Vis Base Oil
(>100 cSt) (20-100 cSt) (>100 cSt) (20-100 cSt)

Note: US Bearing Mfgs - DN = N x RPM; where N is bore diameter (in mm).
European Bearing Mfgs - nD = ((D1+D2))/2 x RPM; where D1 and D2 are the outer and inner bore diameters respectively (in mm).
23
 Grease Technical Information
Selection Guidelines
Key First Information Gathering:

• Evaluating equipment recommendations and conditions

• Review OEM requirements

• Review NLGI consistency/penetration numbers

• Review NLGI service categories

• Understand operating conditions of equipment and lubricant

• Evaluate intervals and any problems with current greases

• Move to “Prescribe the Right Grease” selection criteria

guidelines

Next Step - “Prescribe the Right Grease”:

1. Where is it going?

2. How do we apply it?

3. How do we keep it in place?

4. Will it keep working?

5. Will it be compatible with the previous grease?

Refer to table on page 23.

24
 Grease Technical Information
“Prescribe the Right Grease”
Application Condition Grease Property Measurement
Type of bearing Consistency NLGI grade
Where is it going?
component Base oil Viscosity/viscosity index
Application method
Consistency NLGI grade
- Grease gun
How do we apply it? Pumpability Lincoln ventmeter
- Centralized system
Base oil Viscosity/viscosity index
- Hand applied
Additives/Solids Film strength
Vibration
How do we keep it Consistency NLGI grade
Shock load
in place? Thickener Emulsibility
Water impingement
Tackifiers Water washout
Thickener Dropping point
Thickener Oxidation resistance
Operating temperature
Base oil Viscosity/viscosity index
Additives Oxidation resistance
Will it keep working? Additives Rust protection
Water contamination
Thickener Emulsibility
Additives Corrosion inhibition
Chemical contaminants Additives Film strength
Thickener Resistance to chemicals
Will it be compatible with
Other greases Thickener Review Table 1 (page 25)
previous grease?

25
 Grease Technical Information
Compatibility and Changeover Practices
Grease changeover and compatibility are an important part of providing a customer reliable operations.

When provided with an opportunity to changeover a customer to a Caltex or Chevron grease – it’s important to take into
account key items for the transition:

1. Understand the application and conditions the grease will be applied — check OEM recommendations.

2. Confirm current competitive grease use and re-lubrication intervals.

3. Check current competitive grease details:

a. Thickener type
b. Base oil viscosity
c. NLGI grade number
d. Any equipment / performance problems experienced
e. Current application method – centralized system/grease gun/bulk, etc.

4. Confirm “best” Caltex or Chevron grease recommendation for the equipment/condition application and
re-lubrication interval required by customer in accordance with the OEM recommendations.

5. Check compatibility of Caltex or Chevron grease and Competitor grease –Table 1 may be referenced as a guide (page 25).

6. If products are in green section – compatible – proceed with additional application questions and confirm final fit with
customer and equipment application/conditions.

7. If product is in yellow section – may be compatible.

8. If products are in red – not compatible – a full cleanout and or purge of greased equipment must be conducted.

9. Failure to follow these steps risks a successful conversion and may result in poor equipment performance, loss of
business, and possible failure/shutdown for the customer.
26
 Compatibility Chart
Check Compatibility Not Compatible – Full Clean
Compatible
with Chevron Lubetek ®
Out Required for Change

Table 1 - Compatibility of Binary Grease Mixtures

Calcium
Lithium Aluminum Sulfonate Barium Bentone
Lithium Complex Complex Calcium Complex Complex Sodium (Clay) Polyurea

Lithium

Lithium
Complex

Aluminum
Complex

Calcium

Calcium
Sulfonate
Complex

Barium
Complex

Sodium

Bentone
(Clay)

Polyurea

Table 1 should be used only as a guideline for determining compatibility. For the purpose of changing products in the field, the compatibility of
the greases in question should be determined by laboratory testing.

27
 Grease Technical Information
Greasing Procedures
Proper Intervals and Amounts
1. Proper greasing intervals should be based on a number of factors including: original equipment manufacturer (OEM)
recommendations, ambient conditions, equipment operating hours, criticality of equipment or component and
maintenance plan.

2. High Temperature Application

a. Greases fail more rapidly as temperature of operation increases. This failure typically lies in the melting point of the
thickener or dropping point of the grease. Oxidation also increases rapidly as temperature rises.
b. Most mineral oil-based greases (of adequate dropping point) will operate successfully to about 250°F (121°C) at
more frequent re-lubrication intervals. As service temperature rises, frequency of re-lubrication must increase.
c. If speed is high, bearing is large, or load severe, re-lubrication intervals should be even shorter. Where service is
severe and/or contamination is unavoidable, re-lubrication is best carried out with a centralized lubrication system,
and lubrication intervals may be measured in hours or minutes.
d. Listed below are general guidelines for re-lubrication intervals for rolling element bearings (assuming eight work
hours per day). As always check specific OEM recommendations, ambient conditions and application before
finalizing specific greasing intervals:
180°F (82°C) 6 months
220°F (104°C) 3 months
300°F (149°C) 1 month
>300°F (149° C) 1 day to 1 month - check OEM recommendations and review grease type to determine correct
interval at high temperatures.

28
 Grease Technical Information
Greasing Procedures
Proper Intervals and Amounts
e. C
 are should be taken when operating machinery at these elevated temperatures. Evaluate the oil(s) used in the
grease to ensure that the flash point of the oil(s) has not been exceeded.

3. Proper quantity of grease to be pumped into greased bearings/components should be determined by your
Lubrication or Maintenance Engineer who will typically utilize: OEM recommendations, bearing dimensions, severity
of conditions, grease selection criteria (see pages 20-23) and maintenance plan to ensure correct amount is applied.
As a guideline the following formula can be used as reference:
Grams of grease required in bearing = 3.23 x Bearing outside diameter (OD in mm) x Width (W in mm)

4. Under/over greasing reduces equipment reliability and increases potential failure rates and costs.

29
 Grease Technical Information
Greasing Procedures
General Guidelines
Greased bearing/component failures can normally be attributed to several consistent factors: lack of lubrication,
contamination, incompatibility, overgreasing and grease usefulness. Addressing these items as outlined below can help
improve greased bearing/component life when applied:

1. Lack of lubrication
a. Ensure all critical greased components are identified and scheduled in maintenance plan/intervals
b. Tag/color code fittings/equipment that may be hard to locate
c. Utilize delivery systems to help ensure grease gets to the component
d. Check or replace blocked fittings/inspect delivery system
e. Clean out or replace any blocked bearing/component areas

2. Contamination
a. Ensure all grease pumping or application equipment is contaminant free
b. Understand how to change out old and new grease containers and associated pumping equipment
to eliminate contamination
c. Wipe grease fittings before application of grease
d. Do not leave grease containers open to the environment

3. Incompatibility
a. Try to consolidate number of greases used on site
b. Refer to pages 24-25 for changeover and incompatibility reference

30
 Grease Technical Information
Greasing Procedures
General Guidelines
4. Overgreasing
a. Seals may rupture allowing grease to leak out of bearings into the environment or into other components like
electric motor windings.
b. Ensure correct amount is applied at appropriate intervals.
c. Check for any grease hardening/thickener separation that may block grease application.

5. Grease usefulness
a. Visually check new grease containers and contents when they are opened.
b. A thin layer or small pools of separated oil on top of the grease in a newly opened container is acceptable.
c. C
 heck containers for dents/broken seals/general condition to ensure grease can be applied appropriately.
d. C
 heck color and texture with previous grease to ensure no noticeable changes from shelf life or wrong grease
being utilized.

As always, consult your local Caltex representative if there are any questions or if product needs to be verified for
application or useful life.

31
A Chevron company product © 2016 Chevron Pakistan Lubricants (Private) Limited. All rights reserved. All trademarks are property of Chevron Intellectual Property LLC.